Larry Lubin

Managing Director




Larry joined our firm to service the complex insurance needs of high net worth individuals, family offices and their corresponding business interests. Larry’s risk management philosophy is a team approach. He and our experienced team work closely with his client’s advisors (accountants, attorneys, investment advisors) and decision makers to create customized insurance strategies that protect the client, the family and their wide-ranging assets.

Larry’s philosophy is to attain a thorough understanding of each client’s complex financial objectives and their long term estate planning vision. Working with the client’s advisor network and combining our firm's vast resources and expertise, his goal is to facilitate solutions that will protect and preserve wealth for generations to come. This measured approach entails the ongoing analysis and management of existing policies to ensure that they continue to perform and match the ever changing needs and goals of the client.

Larry joined us with over 25 years experience as an Independent Trader of futures, equities and options. With his experience in risk management the transition into the Insurance industry was natural.

Graduated with a BS in Finance/Real Estate from the University of Illinois ’79

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Insurance services provided by SBSI, Inc.

Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS). NFP Insurance Solutions is a marketing name and platform used by affiliated and nonaffiliated companies, including but not limited to SBSI, Inc., using the services of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP Corp.  PartnersFinancial is a division of NFPISI. Kestra IS and Kestra AS are not affiliated with SBSI, Inc. or NFP Corp. Kestra IS, Kestra AS, and NFP Corp. and its subsidiaries do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms. Not all professionals listed on this site are licensed to offer securities or Investment Advisory Services. Investor Disclosures 

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.